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OrgChart Help Guide

Page Properties

Overview

Administrators and Read/Write users can set the page size, page margins, and page orientation of the current open Chart Document in the Document Settings: Page Properties panel.

Accessing Page Properties
  1. Create a Chart Document, or open an existing on in Workbench.

  2. Click on the 5_2_1_BlueGear_nofill.png icon in the Workbench toolbar. The Document Settings: Changes panel is displayed by default.

    Launch_Document_Settings_Menu.png
  3. Click on the Page Properties tab in the left side menu.

    DS_Page_Properties_Arrow.png
Page Properties Options

The following properties are configurable in the Properties panel:

Page Size

Use the Page Size dropdown menu to set the size of the page on which the Chart Document is displayed.

Note

Page size can also be defined by clicking on the Page_Size_icon.png icon in the Workbench toolbar.

Margins

Use the Margins dropdown menu to set the desired page margins for the current open Chart Document. Chart content will stay within the margins.

Optionally, check the Show Margin Lines checkbox to display margin lines on the current open Chart Document.

Orientation

Use the orientation radio buttons to select Landscape or Portrait orientation.

Header & Footer

Use the header/footer controls to set the header/footer height. Chart content will stay outside of the header and footer areas.

The header and footer area are typically adjusted to make sure logos, page number, and auto-text elements on the Background do not overlap chart content.

Chart Type

Use the radio buttons to select a desired chart layout from the following available options:

Standard

Direction of the hierarchy displays top-down.

Inverted

Direction of the hierarchy to be flipped (bottom-up reporting).

Level

Records on the chart are displayed at varying heights, depending upon criteria defined in the data.

Starburst

Resembles concentric rings. In this type of chart, the top box is in the middle and the reports are structured in a circle outward.

If you are interested in this type of visualization, please log a ticket with OrgChart Support.

Horseshoe

Changes the way reports wrap around the sides of chart pages to make better use of space.

If you are interested in this type of visualization, please log a ticket with OrgChart Support.